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    • WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE

      WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022

      In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...

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    • THE G.O.A.T.

      THE G.O.A.T. 08-01-2022

      John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to ...

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    • JULY 2022 GLOBAL MARKET INDEX PERFORMANCE

      JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022

      Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1%, the S&P 500 up 9.2%, and non-US developed equity markets up 5.0% in ...

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    • EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS

      EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022

      "I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, ...

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    • BEACH READING

      BEACH READING 07-19-2022

      It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing ...

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    • ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS

      ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022

      "Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has ...

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    • 2ND QUARTER 2022 - PENDULUM

      2ND QUARTER 2022 - PENDULUM 07-11-2022

      Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow ...

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    • A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED

      A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022

      Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material ...

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    • STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES

      STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES 07-06-2022

      "The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO ...

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    • JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE

      JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE 07-01-2022

      Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6%, the S&P 500 down -8.3%, and non-US developed equity markets down ...

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    • SHELTER FROM THE STORM

      SHELTER FROM THE STORM 06-21-2022

      The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. ...

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    • FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY

      FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY 06-15-2022

      "The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as ...

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    • WHAT A START!

      WHAT A START! 06-14-2022

      Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!" ...

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    • ANGELES RECOGNIZED FOR ITS COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

      ANGELES RECOGNIZED FOR ITS COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION 06-06-2022

      Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an ...

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    • MAY 2022 GLOBAL MARKET INDEX PERFORMANCE

      MAY 2022 GLOBAL MARKET INDEX PERFORMANCE 06-01-2022

      Global equities posted slightly positive returns in May with the MSCI ACWI IMI up 0.1%, the S&P 500 up 0.2%, and non-US developed equity markets up ...

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    • PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS

      PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS 05-31-2022

      "As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan ...

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    • BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET

      BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET 05-19-2022

      The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others ...

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    • ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.'

      ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.' 05-12-2022

      With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on ...

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    • INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS

      INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS 05-11-2022

      InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are ...

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    • HIGH INFLATION, DECLINING STOCKS AND BONDS CAUSE TROUBLE FOR WORKER PENSIONS

      HIGH INFLATION, DECLINING STOCKS AND BONDS CAUSE TROUBLE FOR WORKER PENSIONS 05-11-2022

      Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the ...

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    • YELLOW FLAG

      YELLOW FLAG 05-10-2022

      When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the ...

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    • WHAT CAUSES INFLATION?

      WHAT CAUSES INFLATION? 05-04-2022

      "The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by ...

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    • APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE

      APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022

      Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down ...

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    • APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE

      APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022

      Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down ...

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  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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